-43.6%
ACI vs LPLA
+50.5%
-94.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.7% | -3.1% |
| 7D | -2.6% | -2.1% | -0.5% | -2.4% |
| 30D | +1.1% | -3.3% | +4.4% | +1.3% |
| 3M | -23.6% | +23.5% | -47.2% | -24.6% |
| 6M | -29.9% | +12.0% | -42.0% | -30.5% |
| YTD | -26.9% | -1.7% | -25.2% | -26.8% |
| 1Y | -34.2% | +3.2% | -37.5% | -34.4% |
| 3Y | -43.6% | +46.2% | -89.8% | -45.0% |
| All | -43.6% | +50.5% | -94.1% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling